Yes, to a degree. Looking at the psg exports, they are still...

Yes, to a degree. Looking at the psg exports, they are still lower than last year, with south Korea not being able to get any psg (or not wanting any). Edit: I guess sk is probably still churning through their stockpile but it will be interesting what happens down the track. I'm guessing some off takes might occur once that stock starts getting low again. We will see
Are the contract prices going up? Is it possible that cheap synthetic graphite was unsustainable and now psg prices are rising. Who knows. Nothing very clear but it does bode well for ex China graphite no doubt. I think we are still in limbo with these changes and the next couple of years will hopefully be very fruitful for ex China players.

Looling forward to when Europe and USA start to really pump out batteries. The demand imo will be massive. Imo forecasts are falling short for obvious reasons